Method and System for Managing a New Record

A system for decreasing access time of client records, the system comprising:

• a memory;
• and
• at least one processor coupled to the memory and configured to:
• create a new client record;
• compare the new client record against existing client records in a database;
• generate a table based on the comparison, wherein the table comprises a picklist configured to present an existing client record as a suggested record;
• display the picklist;
• receive a confirmation for the suggested record in the picklist;
• and
• merge the new client record with the suggested record in response to the receiving the confirmation.

A non-transitory computer-readable medium having instructions stored thereon that, when executed by at least one computing device, causes the at least one computing device to perform operations comprising:

• creating a new client record;
• comparing the new client record against existing client records in a database;
• generating a table based on the comparing the new client record against the existing client records, wherein the table comprises a picklist configured to present an existing client record as a suggested record;
• displaying the picklist;
• receiving a confirmation for the suggested record in the picklist;
• and
• merging the new client record with the suggested record in response to the receiving the confirmation.